| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 67,277 | 735,000 | 48.23% | ||
| 2 | Avalon Investment & Advisory | 30,072 | 328,000 | 21.52% | ||
| 3 | Stelac Advisory Services LLC | 23,854 | 260,000 | 17.06% | ||
| 4 | PARKER INVESTMENT MANAGEMENT, LLC | 18,416 | 201,000 | 13.19% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
